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The ATO has found that there is almost $18 billion of lost super from over 6.3 million accounts....

Superannuation • 22 September 2017

Lower investments in cash attributed to gender bias get cancelled by group behaviour bias, according to a report....

Superannuation • 22 September 2017

Major institutional financial planning groups saw a combined loss of 600 planners this year, according to Money Management’s TOP 100 Financial Planning Groups Survey....

Financial planning • 22 September 2017

Even well-meaning financial planners may not always be competent to advise on complex superannuation issues, according to a submission filed with the Productivity Commis...

Financial planning • 22 September 2017

University of Wollongong academics Shantha P Yahanpath and Shan P Yahanpath argue that there is a better way for financial planners to approach wealth management....

Editorial • 22 September 2017

Money Management's TOP 100 Financial Planning Groups survey has found financial planner numbers have dropped against the backdrop of increased educational requirements an...

Top 100 • 22 September 2017

Australia’s corporate bond market is misunderstood and investors should stop overlooking it, Nick Bishop writes....

Features • 22 September 2017

David Levi looks at why responding to the digital challenge is not just about defence but about shaping a new era of wealth management....

Features • 22 September 2017

Strong principles and values define the not-for-profit sector, which can sometimes be at odds with the desire to maximise returns. Jeff Sitters discusses bringing togethe...

Features • 22 September 2017

Was the life insurance industry ever really guilty of 'excessive' churn or was churn a means to a politically-motivated end? ...

Editorial • 22 September 2017

Politics, even local Government politics, can be a tough game and so Outsider wishes to give a big shout out to Commonwealth Bank whistle-blower, Jeff Morris, who proved ...

Outsider • 22 September 2017

Outsider has become an ardent fan of the Mason Stevens Daily. Not so much because of its market insights (which are pretty good) but because of the author’s obvious fixat...

Outsider • 22 September 2017

So far as Outsider can recall it is a long time since one side of politics publicly hit the reject button on a putative appointment to the chairmanship of the Australian ...

Outsider • 22 September 2017

Technology provider IRESS has today announced a partnership with Australian regtech firm Lucsan. ...

Tech • 25 September 2017

MetLife Australia has launched digital claims tracker to allow claimants to manage and track their claims....

Tech • 25 September 2017

ASIC has permanently banned John Dimitropoulos from financial services in connection with property and SMSF spruiking....

Financial planning • 25 September 2017

The ABA is working towards making banks provide clearer and more accessible information on how to close accounts. ...

Financial planning • 25 September 2017

Technology is a major force impacting Australia’s corporate landscape, which companies are best embracing innovation?...

Knowledge Centre • 25 September 2017

The CBA was the first bank yesterday to announce it was removing ATM withdrawal fees, and was quickly followed by the other majors amid continuing calls for a Royal Commi...

Financial planning • 25 September 2017

Australia’s regional banks and AMP have called for a level playing field and recognition of the advantage handed to the major banks by the Government guarantee....

Policy & Regulation • 25 September 2017
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago